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terraleiloa
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cpa-tax-package-checklist

Generate a CPA tax document checklist from minimal interview inputs.

2|Updated Feb 25, 2026
Search Tags:#checklist#workflow automation#tax compliance#family office#document planning#CPA onboarding#foreign filings
One-click install
npx skills add https://github.com/terraleiloa/seren-skills --skill cpa-tax-package-checklist
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: cpa-tax-package-checklist
Source: https://github.com/terraleiloa/seren-skills/tree/main/family-office/cpa-tax-package-checklist
Command: npx skills add https://github.com/terraleiloa/seren-skills --skill cpa-tax-package-checklist

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires requests, psycopg[binary], snowflake-connector-python, and includes scripts (resource) and references (resource) components.

What problem does it solve?

Family offices often waste time and risk missing critical tax documents because the CPA receives an incomplete, uncoordinated package tailored to the family’s entities and income sources.

Core Features & Use Cases

  • Creates a complete CPA document checklist: Produce a family-office focused list of every document needed for tax return preparation.
  • Captures a minimal interview: Collect only the fields required to personalize the checklist to the family’s tax year, entities, income sources, foreign filings, and CPA deadline.
  • Outputs structured artifacts for downstream delivery: Write a markdown deliverable plus an interview.json and manifest.json for the execution pipeline to render and distribute.

Quick Start

Use the skill when the advisor asks for a CPA checklist or tax package document list, then answer the questions for tax year, entities, income sources, foreign filings, CPA firm, and CPA deadline.

Frequently Asked Questions about cpa-tax-package-checklist

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a CPA tax package checklist for a family office?▼

To generate a CPA tax package checklist, provide minimal interview inputs covering tax year, entities, income sources, foreign filings, and CPA deadline. The skill renders a tailored document set and writes artifact.md, interview.json, and manifest.json files to a local directory.

What documents do I need for family office tax return preparation?▼

Family office tax return preparation requires a coordinated package covering all entities, income sources, and foreign filing needs. The checklist captures tax year, CPA firm, and deadline data to personalize the complete document list for return preparation.

Can I automate tax compliance document planning across multiple entities?▼

Yes, tax compliance document planning across multiple entities is automated through an interview-driven artifact generator. You input the family’s entities and income sources, and it outputs a structured markdown deliverable plus JSON files for downstream pipeline execution.

What output formats are generated by the CPA onboarding checklist workflow?▼

The workflow automation generates three outputs: artifact.md for the checklist deliverable, interview.json for captured inputs, and manifest.json for the execution pipeline, all written to a timestamped local directory.

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